Soltis Investment Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
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|
2025
Q1 | $866K | Buy |
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|
2024
Q4 | $843K | Sell |
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|
2024
Q3 | $736K | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.49M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $316K | Buy |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $274K | Buy |
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